A brief built from your CRM
Start the day knowing which deals moved, which went quiet, and which accounts need a touch, pulled from your own Zoho records.
Go Fig + Zoho CRM
Go Fig reads your Zoho CRM contacts, accounts, leads, and deals, builds your brief, and logs tasks and updates back after your OK.
Key facts
What you can do with Zoho CRM in Go Fig
Zoho CRM holds your pipeline, and it only helps if someone keeps it current. Go Fig reads your contacts, accounts, leads, and deals, so your brief starts from what is really in the CRM. When a deal goes quiet, it drafts the follow-up and the task. Nothing lands in Zoho until you approve it in your Feed.
Contacts and deals that stay current
After a call, Go Fig drafts the update to the contact or deal so Zoho matches what was said. You approve it and it lands.
Follow-ups that don't slip
Go Fig spots the deal that has gone quiet, drafts the next step, and creates the task in Zoho once you give your OK.
What Go Fig reads from Zoho CRM
How to connect Zoho CRM
Sign in with Zoho
Sign in with your Zoho account (OAuth). Go Fig uses its own Zoho app, so nobody has to create API credentials or share an admin password.
Go Fig brings in your records
Go Fig reads contacts, accounts, leads, and deals from Zoho CRM. It brings in past records on the first connection, then keeps them current.
Check your first brief
Look over the brief and ask Celeste, Go Fig's AI analyst, about a deal you know well. If something looks off, a solutions engineer can help you sort out how your fields came through.
Decide what needs your OK
Go Fig can create a task, complete a task, and add or update a contact or deal. Each one waits for your OK in your Feed unless your team chooses to let that action run on its own.
Questions about Go Fig + Zoho CRM
Will Go Fig change my Zoho records without asking?
No. Anything Go Fig writes to Zoho CRM waits for your OK in your Feed first. Your team can choose to let a specific action run on its own once you trust it.
What can Go Fig write back into Zoho CRM?
It can create a task, complete a task, and add or update a contact or a deal. Accounts and leads are read only.
Can we connect Zoho Books too?
Yes. Zoho Books connects the same way, by signing in with your Zoho account. With both connected, you can see whether a customer has paid before you reach out about a renewal.
Where does our Zoho data live?
Go Fig keeps a copy in its secured Google Cloud storage in the US, walled off from every other company's data.
How often does it update?
Once a day by default, at a time your team sets. Larger plans can update it every hour or every 15 minutes.
Ready to connect Zoho CRM?
A solutions engineer connects it with you on the call. Then you see Go Fig work on your own data.